Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,055 | $150,446+53.6% | $136,297+69.5% | $147,585+56.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.65% | 1049.14%-1033.5pp | 5156.19%-5140.5pp | 578.58%-562.9pp |
| Employer contribution / active EE | $10,643 | $5,256+102.5% | $4,696+126.7% | $4,876+118.2% |
| Participant deferral / active EE | $13,313 | $6,631+100.8% | $6,247+113.1% | $5,439+144.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |